Create a provisioning policy

An administrator can create a provisioning policy. The organizational roles and services used must be in place before adding the provisioning policy. If a role is a member of another organizational role in a provisioning policy, then that role member also inherits the permissions of provisioning policy.

1. From the navigation tree, select...
   Manage Policies > Manage Provisioning Policies > Provisioning Policies > Create

2. On the General page, set...
   • Name
   • Priority number
   • Business unit
   • Scope
   • Caption
   • Description
   • Keywords
   • Policy statu

3. Click the Members page, and select the member type to associate with the provisioning policy.

   If we select Roles specified below, add one or more roles to the Roles table:

   1. Click Add.
   2. On the Organizational Role page, specify search criteria, and then click Search.
   3. In the Roles table, select one or more roles.
   4. Click OK.

4. On the Manage Provisioning Policies page, click the Entitlements page, and add one or more entitlements to the provisioning policy:
   1. Click Create.

   2. On the Account Entitlement page, select:
      • provisioning option
      • ownership type
      • target type
      • workflow
      • service type and service (if applicable).
   3. Click OK.

5. Click Submit to save the policy.

6. On the Schedule page, choose to create the provisioning policy immediately or select a specific date and time. Then, click Submit.

7. On the Success page, click Close.

Parent topic: Provisioning policies